SUMMARY

• 7+ years’ experience in requirements gathering, data analysis, data mining, reporting, documentation and implementation of business systems.
• Proficient in Business Intelligence (BI) tools such as Tableau, Power BI and SSRS for reports and dashboards.
• Proficient with Excel and its add - ons such as Power View, Power Query and Power Pivot for ETL extraction of data from data sources, the transformation of data, and data analysis for the visual representations for business users.
• Proficient in using MicroFocus ALM QualityCenter for the buildout of Business Requirements, User Requirements, System Requirements, and traceability between requirements.
• Proficient in using MicroFocus ALM QualityCenter to create Test Cases and monitor Test Lab.
• Buildout automation features from scratch for Macro-Enabled Excel workbook, which was used as standard templates for Project Task Plan.
• Experienced in TLS-Encryption set up (Exchange Relay Domain Services) via ServiceNow.
• Experienced in Dremio and Apache Ambari.
• Used a variety of features on Tableau, such as Marks, Filters, ShowMe, Parameters, to generate a report that performs chain filter system and best suits the requirements from business team.
• Expertise in conducting requirement gathering sessions, feasibility studies and Impact Analysis, Cost/Benefit analysis and Risk analysis.
• Solid understanding of Use Cases, Sequence Diagrams, Collaboration Diagrams, Activity Diagrams, and Class Diagrams.
• Extensive experience with project planning and management, resource allocation, timeline management, requirement gathering, system analysis and quality assurance.

TECHNICAL SKILLS

Software/Applications: Microsoft Office Suite, Apache Ambari, Dremio, Tableau, SQL Server Management Studio (SSMS), TOAD DataPoint, TOAD Oracle, SharePoint, SnagIT, MicroFocus ALM QualityCenter

Operating Systems: Windows.

Modeling Tools/Methodologies: Agile and Waterfall.

Tracking Tools: VersionOne, WorkFront, SharePoint, Teams.

Workflow Tools: Microsoft Office (Excel, Project, Visio), VersionOne, WorkFront.

Reporting Tools: Power BI, Tableau, SSRS, SAP Business Object, Dremio, MS Excel (with add-ons Power Pivot, Query, View), MicroFocus ALM QC.

Databases: SQL Server, Tableau Server, Oracle, Ambari

Agile Tools: VersionOne, JIRA, Rally

PROFESSIONAL EXPERIENCE

Confidential, Plymouth, MN

Business Data Analyst

Responsibilities:

• Developed and composed Source to Target (STT) mapping documentation, which were used as building block for data architect to structure both logical and physical modeling for data fields.
• Designed and constructed STT mapping template for future use.
• Conducted and performed gap analysis on data fields to ensure all (business) requirements of legacy data were properly mapped into EDP platform (Hadoop).
• Documented gap analysis into Excel format and saved it in Teams/SharePoint.
• Conducted JAD session to notify product owner and data architect the outstanding data elements, based on gap analysis.
• Performed data profiling using TOAD Oracle, SQL Server Management Studio (SSMS), and Ambari (Hadoop).
• Completed data profiling for essential elements/data fields (Loan-related) that were captured from business user reports (.xlsx) but yet to be mapped into EDP platform.
• Conducted review or JAD session with data architect, product owner, and data analyst to ensure the profiling of data are meeting the specifications required for logical modeling, i.e. MAX MIN value, % Pop, DISTINCT, etc.
• Performed user report testing using Tableau Desktop and Dremio.
• Created (up to 12) user reports using Tableau Desktop 2019.2 (via Dremio Connector (ODBC)), based on user report requirements that were captured previously from business.
• Conducted review session with product owner to check through the performance (visualization) of Tableau reports and given solutions when appropriate.
• Extensively involved in dataset/sourcing table ingestion fixes; investigated and researched the correct sourcing tables that need to be pulled from legacy platform for EDP.
• Utilized SAP Business Object (Webi), the application where the legacy Chemical data can be accessed from, to pull data reports and query language (SQL) for ingestion fixes analysis.
• Conducted review session with data engineer and architect to ensure the mapping details for new ingestion are practical and appropriate.
• Assisted and directed the onboarding process for newly hired data analyst.
• Extensively involved in Agile SDLC: Daily Standup, Mid-Sprint Review, End of Sprint Demo, Backlog Refinement, Retrospect Review

Environment: SQL Server Management Studio (SSMS), TOAD DataPoint, TOAD Oracle, APACHE Ambari, Tableau 2019.2, Dremio, SAP Business Object, ServiceNow, VersionOne, SharePoint, Teams, Microsoft Office Suite (OneNote, Excel, etc.)

Confidential, Minneapolis, MN

Business Analyst

Responsibilities:

• Investigated and de-coded data design and details from existing dashboards using Tableau Desktop 10.2 and MS Excel for re-engineering purposes.
• Documented data design specifications for configuration/impact analysis with data developers and Tech PM.
• Conducted study sessions with business owners and project managers to review the decoded data specifications, along with the result from impact analysis; provided solutions to business about which data design is feasible and practical for new Tableau Rating System.
• Extensive involvement in working with IT team to investigate the unknown/lost data source for the existing portfolio dashboard.
• Gathered and documented business requirements, functional requirement documents and user stories from business owners and financial research analysts for the creation and development of new Tableau Rating System: Issuer Dashboard and Portfolio Dashboard.
• Created business requirement documents (BRD), functional requirement documents (FRD) and technical specification documents for several dashboards reports and products.
• Lead JAD sessions with IT Project Managers, Product Leads, developers and Quality Analysts for reviewing business requirements and technical requirements
• Lead sessions with business partners to create dashboard mock-ups. Also created functional dashboards using Tableau Desktop 10.2 and ad-hoc dataset in .xlsx format.
• Conducted a series of Tableau learning and user acceptance testing (UAT) sessions with business owners to ensure business users are familiar with the features built in new Rating System.
• Logged defects in RAIDQ and worked with data developers on any solution configurations needed for the new Tableau report system.
• Assisted in project documents management and visual control design on SharePoint site for GRI project.
• Responsible for the gathering and development of business and user requirements for all NA Product projects, such as new Fund Launch and ShareClass Add.
• Gathered Business and User Requirements from product owners and business stakeholders (Interactive Marketing, Investment Operations for Trades, Investment Accounting for Daily Holdings report, MFT services, Distribution Management Utility, and Business System Analysis Control).
• Conducted JAD/review session with Tech PM and engineers to ensure all players understood the business needs, which is one of the critical sessions for System Requirement development.
• In-charge of the buildout of test plan and test cases in MicroFocus ALM QualityCenter for requirements (BR, UR, and SR), and the traceability creation for BR-UR-SR.
• Conducted MFT-TLS framework call with external business vendors and system engineers (MFT and TLS Tech engineers, and stakeholders from Investment Operations, Accounting, and Subadvisory Strategies), to capture functional requirements and specifications for account setup.
• Appointed as PMO-lead to work with Tech engineers from AMP-ServiceNow for the setup of MFT-TLS account/connections (Exchange Relay Domain Services) for external vendors.
• Assisted offshore India TLS Tech engineer in the completion of MFT-TLS setup; overseeing the setup process, ensuring the account/connection details are accurate and tested.
• Appointed as the owner for Project Charter Mini-Path Effort, which documented every implementing/executing processes of the NA Product projects. This report was used as part of the auditing assessment and higher leadership annual review.
• Worked with Project Managers for documentation of Best Practices-Lessons Learned at final core team meeting.
• Logged bugs/issues into RAIDQ and managed this defect tracking tool for each product project implemented.
• Gathered product data specifications from business and IT stakeholders (Investment Ops, Accounting, Tech Support, Legal, Finance, Performance, Product Owner, Marketing, Subadviser Strategies, etc.) for the creations of Functional requirements and documentations (Fund Matrices).
• Assisted PM in gathering and documenting critical timelines for Task Plan, which is a key project management tool/artifact; conducted walkthrough study with stakeholders to ensure all tasks and timelines were documented correctly.
• Appointed as site owner for NA Product Executions SharePoint site, designed and created the Library and List structure single handedly.
• Conducted series of JAD/UAT sessions with PM, Sr. Dir, BAs, and PCs to review the newly built SharePoint site, and provided solutions for any modification requested; ensured all users learned and familiar with the functions and navigations built within this new SP site and obtained approvals.

Environment: Tableau 10.2, MySQL, ServiceNow, Workfront, SharePoint, MicroFocus ALM Quality Center, Task Plan, Fund Matrix, Waterfall

Confidential, Chicago, IL

Lead Business Analyst

Responsibilities:

• Elicited and analyzed various business requirements document (BRD) and process flows using a Requirement change process.
• Worked on redesigning business strategies, designs and workflows for re-engineering the process via JAD sessions and discussions for the new process changes.
• Created Use Cases, Process diagrams, and Data Flow for database modeling and web-page mockups using Visio for acceptance from analysts, surveyors and customers.
• Wrote detailed description of user needs, program functions, and steps required to develop or modify computer programs. Created User stories, project planning and management with JIRA for CMIF and Rally for RiskNet. Assigning user story to team members and defining the stages for story.
• Documented business and technical processes, workflow with requirements within the context of technical specifications and diagrams.
• Used Tableau for creating aggregated view on groupings based on p-values for criteria decided by business for statistical analysis for RiskNet.
• Analyzed various Bank and lender data for mortgages based on Load Origination, Lender Credit, Federal regulations and policies, and used these data to generate Tableau report requested by upper management.
• Wrote SQL queries and stored procedures as required to perform CRUD operations and any other business requests.
• Worked with Excel for big data load through PowerPivot from databases. PowerView and Pivot tables were used for data aggregation per business needs.
• Worked with IBM Remedy, Service Now for creating Incident tickets, Change Management Tickets, PBIs (development team only), Service Catalog and Requests; all of which were meant for external vendors and any additional resources/materials requested for the development and implementation of projects.
• Ensured issues created in JIRA were tracked, prioritized according to severity, and resolved in a timely manner.
• Performed UAT with business users for the programs being offered through e-banking on mobile, tablet, and desktop platforms. Ensured the solutions met acceptance criteria and business’s expectations for sign-off.
• Created reports in Power BI preview portal utilizing the SSAS Tabular via Analysis connector, and from Excel, after its initial release and Confidential ’s procurement of license. Worked with Power BI and used dashboards from Tableau to make it more attractive.

Environment: MS Office, Windows, SharePoint, SQL Server, Power BI, Tableau, Service Now, JIRA, Rally, Agile

Confidential, St. Paul, MN

Sr. Business Analyst

Responsibilities:

• Designed the project methodology, outlined standards and proposed the projected timeline for the completion of the project.
• Performed cost and timeline analysis based on the availability of resources, storage space and business agreement for outages.
• Developed standard documentations for gathering requirements and specification for each application. This involved extensive discovery and review meetings with application owners to document specific storage design requirements for unique environments (development, test, stage and production).
• Worked extensively with the storage team to design, develop and manage security access for each application.
• Created Dashboards using Tableau for data analysis on each application.
• Presented Dashboards to higher leadership for analysis and development of a migration plan based on application membership and revenue data.
• Gathered requirements for dashboard design and data extraction criteria/rules from the business SMEs and key stakeholders.
• Worked with application team and storage team to set up ETL transfers for sample and production files (Flat files, .CSV, Tab Delimited, etc.)
• Worked extensively with the SQL team to develop queries for data extraction from application data-stores.
• Conducted JAD sessions for reviewing requirements and specifications for each application with business stakeholders, storage team and quality assurance teams.
• Provided supporting documentation for designing and building the new environment on the cDOT platform per specifications of the business for each application.
• Extensive communication with the business owners for scheduling outage windows and assigning resources for migrations and smoke testing.
• Responsible for scheduling migrations per availability of resources, prioritizing tasks and assigning tasks to the application migration teams involved.
• Responsible for maintaining data analysis on the progress, timeline and budget of the project.
• Conduct weekly meetings with the Project Manager and Director to report project progress or escalade any issues that may affect the project end date.
• Accountable for deliverables like discovery documents, volume review documents, data analysis and migration cutover documents.
• Extensively formulated MS Excel for extrapolating data from several worksheets for analysis and reporting.
• Created/Updated Excel Macros to run data extracts for further analysis.
• Created reports and documents for approvals from change management, leading to the application migration with extensive communication to the internal/external users.
• Conducted and led migrations with various teams making sure that the process was completed within the outage window.
• Assisted in pre/post smoke testing, making sure that the migration to new storage was completed successfully.
• Created Assist tickets for various team members, making sure all work is accounted and documented in a proper manner.
• Documented weekly project updates on SharePoint, available to project sponsors for regular updates on the project progress.

Environment: Agile, PowerBI, SnagIt, MS Visio, MS office suite, SharePoint